BIRMINGHAM, Ala. - Until late January, William Freeze could be found doing what he worked at for the past nearly 45 years - working behind the desk at credit unions and sitting on the boards of the Alabama and West Virginia leagues, as well as sitting on various CUNA committees....

This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.